Ramiah Investment Group’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Ramiah Investment Group’s Portfolio FCVT Stock Details FCVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-4,205	Closed	-$217K	–	87
2021 Q2	$217K	Sell	4,205 -674	-14%	-$34.2K	0.16%	72
2021 Q1	$245K	Buy	4,879 +51	+1%	+$2.65K	0.18%	58
2020 Q4	$236K	Sell	4,828 -134	-3%	-$5.95K	0.2%	57
2020 Q3	$200K	Buy	+4,962	New	+$194K	0.19%	67

Other funds holding FCVT

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Ramiah Investment Group's FCVT Position: Q3 2021 in Review

Ramiah Investment Group sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q3 2021, closing a stake of 4,205 shares — an estimated $217K sold.

Ramiah Investment Group first reported a position in FCVT in Q3 2020 and held it in 4 quarters. The position peaked at $245K in Q1 2021. 76 funds tracked by Wall St. Rank hold FCVT as of Q3 2021.

Ramiah Investment Group reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q3 2021 after selling out during the quarter.
Ramiah Investment Group sold 4,205 First Trust SSI Strategic Convertible Securities ETF shares in Q3 2021, an estimated $217K.
Ramiah Investment Group first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q3 2020 and held it in 4 quarters.
Ramiah Investment Group's First Trust SSI Strategic Convertible Securities ETF position peaked at $245K in Q1 2021.
76 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q3 2021.

Based on Ramiah Investment Group's 13F filing for Q3 2021, filed 29 May 2026.